Specializing in helping seniors with their financial goals and retirement needs.

We also can help you in the following areas:

Life Insurance

Term Insurance

Safe Money Alternatives

Personal Financial Planning

Financial 'Peace of Mind' For Our Clients

Health Insurance Benefits

Insurance Solutions

Health Insurance

Dental Insurance

Property & Casualty Insurance

Travel Insurance

Long Term Care Insurance for Retirement

Disability Insurance

Key Person Insurance

Auto Insurance

Life Insurance - Guaranteed Income for Life

Homeowners Insurance

Fixed Annuities

Index Annuities

Benefits of Annuities

Annuities - Guaranteed Income for Life

College Funding - 529 Plans

College Planning

Individual IRAs-Traditional and Roth

Simple IRAs

Retirement Planning & Income

Wealth Transfer to Your Beneficiaries

Protecting assets in retirement

Retirement Reviews

College Consultant and Funding

Come to our "Help Centers" for additional information!

Jim educates pre and post retirees on the different types of retirement solutions. In addition, Jim explains how annuities can help you become financially independent in your retirement!

Jim is an experienced financial executive providing a diverse array of financial services, information, and technological resources to address the individual needs of each client.

Jim's Mission: To educate, inform and empower clients by providing thoughtful, experienced guidance. To build a relationship that will help our clients address their financial goals and enjoy their future